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Graves Light Lenhart Wealth’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Graves Light Lenhart Wealth’s Portfolio SPHQ Stock Details SPHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.8M Sell
242,025
-4,495
-2% -$374K 2.03% 17
2026
Q1 		$18.5M Buy
246,520
+9,505
+4% +$739K 1.93% 17
2025
Q4 		$17.8M Buy
237,015
+4,409
+2% +$327K 1.89% 16
2025
Q3 		$17M Buy
232,606
+2,988
+1% +$216K 1.89% 16
2025
Q2 		$16.4M Sell
229,618
-7,520
-3% -$509K 1.95% 15
2025
Q1 		$15.7M Buy
237,138
+4,384
+2% +$300K 1.93% 15
2024
Q4 		$15.6M Buy
232,754
+1,440
+0.6% +$97.6K 1.94% 15
2024
Q3 		$15.6M Sell
231,314
-74,195
-24% -$4.82M 1.91% 15
2024
Q2 		$19.4M Buy
305,509
+4,264
+1% +$260K 2.22% 14
2024
Q1 		$18.2M Buy
301,245
+14,155
+5% +$811K 2.11% 15
2023
Q4 		$15.5M Buy
287,090
+1,281
+0.4% +$65.8K 1.93% 15
2023
Q3 		$14.4M Sell
285,809
-240
-0.1% -$12.3K 1.95% 16
2023
Q2 		$14.4M Buy
286,049
+11,827
+4% +$570K 1.95% 15
2023
Q1 		$13M Buy
274,222
+23,203
+9% +$1.06M 2.01% 14
2022
Q4 		$11M Buy
251,019
+17,812
+8% +$778K 1.7% 16
2022
Q3 		$9.27M Buy
233,207
+36,663
+19% +$1.61M 1.55% 18
2022
Q2 		$8.26M Sell
196,544
-12,334
-6% -$567K 1.26% 21
2022
Q1 		$10.4M Sell
208,878
-4,850
-2% -$244K 1.45% 20
2021
Q4 		$11.4M Sell
213,728
-11,369
-5% -$587K 1.62% 17
2021
Q3 		$10.9M Sell
225,097
-4,259
-2% -$213K 1.73% 17
2021
Q2 		$11.1M Sell
229,356
-11,649
-5% -$542K 1.79% 15
2021
Q1 		$10.7M Sell
241,005
-9,201
-4% -$397K 1.83% 15
2020
Q4 		$10.5M Sell
250,206
-3,396
-1% -$136K 1.96% 15
2020
Q3 		$9.8M Sell
253,602
-791
-0.3% -$29.9K 2.17% 13
2020
Q2 		$9.01M Sell
254,393
-16,385
-6% -$555K 2.11% 14
2020
Q1 		$8.1M Sell
270,778
-9,380
-3% -$325K 2.18% 14
2019
Q4 		$10.2M Sell
280,158
-6,716
-2% -$234K 2.15% 14
2019
Q3 		$9.86M Sell
286,874
-7,536
-3% -$251K 2.18% 14
2019
Q2 		$9.75M Sell
294,410
-5,083
-2% -$166K 2.33% 12
2019
Q1 		$9.63M Buy
299,493
+3,012
+1% +$91.5K 2.45% 12
2018
Q4 		$8.24M Buy
+296,481
New +$8.92M 2.42% 11

Other funds holding SPHQ

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Graves Light Lenhart Wealth's SPHQ Position: Q2 2026 in Review

Graves Light Lenhart Wealth reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 1.8% in Q2 2026, selling an estimated $374K and leaving 242,025 shares worth $21.8M. The position accounts for 2.03% of the portfolio, ranked #17.

Graves Light Lenhart Wealth first reported a position in SPHQ in Q4 2018 and has held it in 31 quarters since. 123 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Graves Light Lenhart Wealth held 242,025 shares of Invesco S&P 500 Quality ETF worth $21.8M as of Q2 2026.
  • Graves Light Lenhart Wealth sold 4,495 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $374K.
  • Invesco S&P 500 Quality ETF made up 2.03% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #17 holding.
  • Graves Light Lenhart Wealth first reported a position in Invesco S&P 500 Quality ETF in Q4 2018 and has held it in 31 quarters since.
  • 123 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.